Commodities Mentioned:
PVC, Polypropylene, Polyethylene, Polystyrene, PET, Ethylene, Propylene, Benzene, ABS, Carbon Dioxide, Hydrogen, Methanol, Natural Gas/NGLs, Crude/Naphtha, Chlorine, Caustic Soda, Biofuels, VAM, PO, Butadiene, Paraxylene
Companies Mentioned:
Westlake, Formosa Plastics, Shintech, Olin, Dow, LyondellBasell, ExxonMobil, Boral Building Products, Borealis, Indorama, Aramco, Invista, Orion Eng. Carbons, Niacet, Eastman, Axalta, Reliance, Baystar, Mitsubishi Chemical, Kuraray, Kemira, Methanex, SIBUR, Ineos, Johnson Matthey, WR Grace, Enterprise Products, Flint Hills, Braskem, Huntsman, PPG, Sherwin-Williams, Berry Global, BPCL, Shell, Air Products, Yasho Industries, Kumho Petrochem, Origin Materials, LG Chem, Chevron, EOG, Lotte, INOVYN, PTTGC, MCM, Amazon, Fulcrum Bioenergy, bp, Occidental, Monolith Materials, Danimer Scientific, Gevo, Aemetis, BlackRock, Macquarie, Nestlé, First Solar, Vestas, GE, H.B. Fuller, BASF, Celanese, Solvay, Synthomer, Azelis, Schlumberger, Trinseo, EcoPlastics, Pemex, Phillips 66, OMV, Kaofu Chemical, Sinopec, Perstorp, Siemens, FedEx, Wankai, Biaxplen, Air Liquide, Sasol, Henkel, D&M Plastics, PinnPack, PKN Orlen, Tatneft, Univar, Tata Chemicals, Ensign Energy, Hengli Petrochemical, TotalEnergies, Gail, Tokuyama, Nan Ya Plastics, Sipchem, Nike, PBF Energy, Versalis
C-MACC Sunday Thematic & Weekly Recap 72
Polymer Makers May Be Only Partially Responsible For Plastic Waste But It Is Their Problem & A Major Strategic Issue
- The polyolefins market, especially in the US, remains extraordinarily strong and is masking worrying potential changes ahead – recycling, alternatives, and taxes.
- Polymer producers face a complicated choice; help customers improve recycling rates or let them find solutions elsewhere – neither is good for demand.
- We question the need for any new virgin polymer capacity globally.
- We focus on PVC margins and a renewed interest in Westlake following its announced Boral’s North American Building Products Business acquisition.
- Our ESG and Climate work discusses collaboration needs and carbon offsets.
Last week we discussed 23 Chemicals and related products and 98 Companies.
See PDF below for all charts, tables and diagrams
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